See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $37,311 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,453 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $8,181 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,603 | $79,013-30.9% | $100,391-45.6% | $74,495-26.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 12.97% | 20.41%-7.4pp | 49.20%-36.2pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $1,148 | $3,021-62.0% | $3,942-70.9% | $2,623-56.2% |
| Participant deferral / active EE | $1,743 | $7,760-77.5% | $8,082-78.4% | $4,346-59.9% |
| Admin fee / account holder | $407 | $1,320-69.2% | $7,899-94.8% | $1,942-79.0% |